Alley Investment Management Company, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Alley Investment Management Company, LLC held in its portfolio 90 assets valued at $854,404,196 (i.e. $854.40M).
The most valuable assets in the portfolio included: JPMORGAN CHASE & CO. ($38.01M), ALPHABET INC ($36.09M), and APPLE INC ($33.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alley Investment Management Company, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JPMORGAN CHASE & CO. | 117970 | 38012293 | COM |
| ALPHABET INC | 115288 | 36085144 | CAP STK CL A |
| APPLE INC | 122832 | 33392993 | COM |
| MICROSOFT CORP | 62048 | 30007654 | COM |
| PHILIP MORRIS INTL INC | 173577 | 27841771 | COM |
| ABBVIE INC | 112247 | 25647317 | COM |
| AMERIPRISE FINL INC | 51537 | 25270653 | COM |
| BLACKROCK INC | 20808 | 22271635 | COM |
| ISHARES TR | 197005 | 21707981 | IBOXX INV CP ETF |
| AMAZON COM INC | 92138 | 21267293 | COM |
| UNION PAC CORP | 86082 | 19912488 | COM |
| NVIDIA CORPORATION | 104798 | 19544846 | COM |
| CHEVRON CORP NEW | 127377 | 19413529 | COM |
| ISHARES TR | 358094 | 18936011 | ISHS 1-5YR INVS |
| HOME DEPOT INC | 54650 | 18805065 | COM |
| COSTCO WHSL CORP NEW | 21521 | 18558477 | COM |
| PAYCHEX INC | 164361 | 18438017 | COM |
| ABBOTT LABS | 143972 | 18038270 | COM |
| MASTERCARD INCORPORATED | 31310 | 17874253 | CL A |
| PARKER-HANNIFIN CORP | 19263 | 16931406 | COM |
| LOCKHEED MARTIN CORP | 34566 | 16718537 | COM |
| CAPITAL ONE FINL CORP | 60484 | 14658902 | COM |
| VANGUARD BD INDEX FDS | 195654 | 14492092 | TOTAL BND MRKT |
| PROLOGIS INC. | 112113 | 14312346 | COM |
| ISHARES TR | 131111 | 14043299 | NATIONAL MUN ETF |
| ELI LILLY & CO | 12960 | 13927886 | COM |
| EATON CORP PLC | 42193 | 13438892 | SHS |
| STARBUCKS CORP | 154355 | 12998235 | COM |
| INTUIT | 19271 | 12765496 | COM |
| BERKSHIRE HATHAWAY INC DEL | 24396 | 12262649 | CL B NEW |
| MORGAN STANLEY | 68534 | 12166841 | COM NEW |
| CME GROUP INC | 43794 | 11959266 | COM |
| STRYKER CORPORATION | 34024 | 11958415 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 51369 | 11464020 | COM |
| GALLAGHER ARTHUR J & CO | 40745 | 10544399 | COM |
| ISHARES TR | 129188 | 10416428 | IBOXX HI YD ETF |
| DUKE ENERGY CORP NEW | 87409 | 10245209 | COM NEW |
| DANAHER CORPORATION | 44045 | 10082781 | COM |
| PROCTER AND GAMBLE CO | 65348 | 9365022 | COM |
| SNAP ON INC | 26950 | 9286970 | COM |
| ISHARES TR | 71151 | 8550937 | CORE S&P SCP ETF |
| CISCO SYS INC | 110741 | 8530379 | COM |
| ISHARES TR | 127764 | 8432424 | CORE S&P MCP ETF |
| AMGEN INC | 25525 | 8354588 | COM |
| SERVICENOW INC | 45673 | 6996647 | COM |
| HERSHEY CO | 35645 | 6486677 | COM |
| WEC ENERGY GROUP INC | 59205 | 6243759 | COM |
| US BANCORP DEL | 116095 | 6194829 | COM NEW |
| CARLISLE COS INC | 17916 | 5730612 | COM |
| NEXTERA ENERGY INC | 70614 | 5668892 | COM |
| PHILLIPS 66 | 42191 | 5444327 | COM |
| VERIZON COMMUNICATIONS INC | 133331 | 5430572 | COM |
| VANGUARD TAX-MANAGED FDS | 86126 | 5380291 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 98131 | 5275523 | FTSE EMR MKT ETF |
| GE AEROSPACE | 16896 | 5204475 | COM NEW |
| SPDR S&P 500 ETF TR | 7254 | 4946648 | TR UNIT |
| AT&T INC | 169728 | 4216044 | COM |
| ALPHABET INC | 11117 | 3488515 | CAP STK CL C |
| VANGUARD INDEX FDS | 9729 | 3062689 | LARGE CAP ETF |
| ISHARES TR | 12088 | 2975582 | RUSSELL 2000 ETF |
| KENVUE INC | 140947 | 2431336 | COM |
| ALTRIA GROUP INC | 39966 | 2304440 | COM |
| ISHARES TR | 23729 | 2284391 | RUS MID CAP ETF |
| MICROCHIP TECHNOLOGY INC. | 22366 | 1425162 | COM |
| SCHWAB STRATEGIC TR | 48358 | 1301314 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 8664 | 1247356 | STATE STREET TEC |
| VANGUARD INDEX FDS | 2354 | 1148422 | GROWTH ETF |
| FASTENAL CO | 25048 | 1005176 | COM |
| ISHARES TR | 9095 | 873393 | MSCI EAFE ETF |
| ISHARES TR | 5668 | 799982 | SELECT DIVID ETF |
| JOHNSON & JOHNSON | 3771 | 780408 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| BROADCOM INC | 1985 | 687009 | COM |
| SALESFORCE INC | 2000 | 529821 | COM |
| ILLINOIS TOOL WKS INC | 1932 | 475852 | COM |
| INVESCO EXCHANGE TRADED FD T | 2240 | 429094 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 14721 | 403797 | US DIVIDEND EQ |
| VISA INC | 1122 | 393497 | COM CL A |
| WALMART INC | 3367 | 375117 | COM |
| ISHARES TR | 7393 | 373938 | ULTRA SHORT DUR |
| SCHWAB STRATEGIC TR | 14409 | 336738 | US AGGREGATE B |
| ISHARES TR | 1545 | 324975 | RUS 1000 VAL ETF |
| RTX CORPORATION | 1740 | 319116 | COM |
| POLARIS INC | 4693 | 296814 | COM |
| XCEL ENERGY INC | 3541 | 261538 | COM |
| SCHWAB STRATEGIC TR | 9936 | 260621 | US BRD MKT ETF |
| LULULEMON ATHLETICA INC | 1200 | 249372 | COM |
| INVESCO QQQ TR | 370 | 227295 | UNIT SER 1 |
| EXXON MOBIL CORP | 1800 | 216612 | COM |
| SCHWAB STRATEGIC TR | 7290 | 207619 | US SML CAP ETF |
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